Best Insurance Suites Software for for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Insurance Suites category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Insurance Suites to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Insurance Suites category.

In addition to qualifying for inclusion in the Insurance Suites Software category, to qualify for inclusion in the Small Business Insurance Suites Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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3 Listings in Small Business Insurance Suites Available

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    G2 Score
Applied Epic
(1,054)4.4 out of 5
Optimized for quick response
2nd Easiest To Use in Insurance Suites software
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

    Users
    • Account Manager
    • CSR
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 81% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Applied Epic is a comprehensive agency management system that streamlines operations, manages client data, automates workflows, and generates reports.
    • Reviewers frequently mention the user-friendly interface, the system's robustness, the ease of finding information, the efficient service to clients, and the helpfulness of the training library and customer support.
    • Reviewers experienced issues with the system's initial learning curve, the complexity of configuration, the slow movement between web pages, the inconsistency in email attachments, and the inability to download certain insurance policies.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Applied Epic Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Data Management
    70
    Customer Support
    69
    Efficiency
    69
    Features
    66
    Cons
    Learning Curve
    68
    Inefficiency
    61
    Complex Process
    59
    Excessive Clicking
    42
    Learning Difficulty
    41
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Applied Epic features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 8.4
    8.0
    Ease of Use
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Applied Systems
    Company Website
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    7,027 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,542 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

Users
  • Account Manager
  • CSR
Industries
  • Insurance
  • Accounting
Market Segment
  • 81% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Applied Epic is a comprehensive agency management system that streamlines operations, manages client data, automates workflows, and generates reports.
  • Reviewers frequently mention the user-friendly interface, the system's robustness, the ease of finding information, the efficient service to clients, and the helpfulness of the training library and customer support.
  • Reviewers experienced issues with the system's initial learning curve, the complexity of configuration, the slow movement between web pages, the inconsistency in email attachments, and the inability to download certain insurance policies.
Applied Epic Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Data Management
70
Customer Support
69
Efficiency
69
Features
66
Cons
Learning Curve
68
Inefficiency
61
Complex Process
59
Excessive Clicking
42
Learning Difficulty
41
Applied Epic features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 8.4
8.0
Ease of Use
Average: 8.4
Seller Details
Seller
Applied Systems
Company Website
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,027 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
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BriteCore
(24)4.3 out of 5
1st Easiest To Use in Insurance Suites software
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Pla

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 79% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • BriteCore Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Accessibility
    4
    Efficiency Improvement
    4
    Integrations
    4
    Policy Management
    4
    Cons
    Poor Customer Support
    2
    Data Management
    1
    Data Management Issues
    1
    Inefficiency
    1
    Inefficient Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BriteCore features and usability ratings that predict user satisfaction
    8.6
    Quality of Support
    Average: 8.4
    9.2
    Ease of Use
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BriteCore
    Year Founded
    2009
    HQ Location
    Springfield, MO
    Twitter
    @britecore
    539 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Pla

Users
No information available
Industries
  • Insurance
Market Segment
  • 79% Small-Business
  • 25% Mid-Market
BriteCore Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Accessibility
4
Efficiency Improvement
4
Integrations
4
Policy Management
4
Cons
Poor Customer Support
2
Data Management
1
Data Management Issues
1
Inefficiency
1
Inefficient Reporting
1
BriteCore features and usability ratings that predict user satisfaction
8.6
Quality of Support
Average: 8.4
9.2
Ease of Use
Average: 8.4
Seller Details
Seller
BriteCore
Year Founded
2009
HQ Location
Springfield, MO
Twitter
@britecore
539 Twitter followers
LinkedIn® Page
www.linkedin.com
86 employees on LinkedIn®
Read BriteCore Reviews

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EZLynx
(318)4.2 out of 5
3rd Easiest To Use in Insurance Suites software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

    Users
    • Account Manager
    • Insurance Agent
    Industries
    • Insurance
    Market Segment
    • 87% Small-Business
    • 10% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • EZLynx is a software platform designed to streamline quoting, policy management, and client communication for insurance agencies.
    • Users frequently mention the user-friendly interface, the ability to input and store information, the task system, and the continuous updates and improvements as key benefits of using EZLynx.
    • Reviewers mentioned occasional system crashes, difficulties in changing properties on multiple documents, a cluttered user interface, and issues with third-party carrier downloads as some of the drawbacks of the software.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EZLynx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    118
    Features
    48
    Intuitive
    43
    Data Management
    40
    Efficiency
    25
    Cons
    Inaccuracy Issues
    35
    Expensive
    23
    Feature Issues
    23
    Missing Features
    23
    Pricing Issues
    23
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EZLynx features and usability ratings that predict user satisfaction
    8.2
    Quality of Support
    Average: 8.4
    8.4
    Ease of Use
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EZLynx
    Company Website
    Year Founded
    2003
    HQ Location
    Lewisville, TX
    Twitter
    @EZLynx
    1,136 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    119 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

Users
  • Account Manager
  • Insurance Agent
Industries
  • Insurance
Market Segment
  • 87% Small-Business
  • 10% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • EZLynx is a software platform designed to streamline quoting, policy management, and client communication for insurance agencies.
  • Users frequently mention the user-friendly interface, the ability to input and store information, the task system, and the continuous updates and improvements as key benefits of using EZLynx.
  • Reviewers mentioned occasional system crashes, difficulties in changing properties on multiple documents, a cluttered user interface, and issues with third-party carrier downloads as some of the drawbacks of the software.
EZLynx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
118
Features
48
Intuitive
43
Data Management
40
Efficiency
25
Cons
Inaccuracy Issues
35
Expensive
23
Feature Issues
23
Missing Features
23
Pricing Issues
23
EZLynx features and usability ratings that predict user satisfaction
8.2
Quality of Support
Average: 8.4
8.4
Ease of Use
Average: 8.4
Seller Details
Seller
EZLynx
Company Website
Year Founded
2003
HQ Location
Lewisville, TX
Twitter
@EZLynx
1,136 Twitter followers
LinkedIn® Page
www.linkedin.com
119 employees on LinkedIn®
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3 Listings in Small Business Insurance Suites Available

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